Portfolio management for businesses (other than small businesses) or institutional clients

Pension consulting services

Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

Timothy Vos (CRD# 1425498) is an Investment Advisor Representative working at
Monroe Vos Consulting Group, Inc. in Houston, TX and has
over 31 years
of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.